See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,401 | $63,346-14.1% | $92,233-41.0% | $70,131-22.4% |
| Participation rate | 63.9% | 68.7%-4.8pp | 76.5%-12.6pp | 69.5%-5.7pp |
| Annual return | 12.12% | 530.12%-518.0pp | 176.28%-164.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $854 | $2,471-65.4% | $3,679-76.8% | $2,342-63.5% |
| Participant deferral / active EE | $1,946 | $2,854-31.8% | $3,897-50.1% | $3,332-41.6% |
| Admin fee / account holder | $4,203 | $3,840+9.5% | $5,194-19.1% | $4,645-9.5% |